Defined Financial Planning LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Defined Financial Planning LLC
- $121 Billion
- Q3 2025
A detailed history of Defined Financial Planning LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Defined Financial Planning LLC holds 20,872 shares of BUFD stock, worth $579,824. This represents 0.48% of its overall portfolio holdings.
Number of Shares
20,872
Previous 15,587
33.91%
Holding current value
$579,824
Previous $415 Million
39.31%
% of portfolio
0.48%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding BUFD
# of Institutions
193Shares Held
46.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.33MShares$259 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$110 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.6MShares$99.9 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.7 Million8.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.91MShares$53.1 Million0.08% of portfolio